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sethginns
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sethginns
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The trend of collapsing value into either token or equity is accelerating. Too hard to figure out a team’s alignment with both in play And it will probably be equity-like token soon enough!
The trend of collapsing value into either token or equity is accelerating. Too hard to figure out a team’s alignment with both in play
And it will probably be equity-like token soon enough!
sethginns
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SPACs, ETH/BTC, and Tariffs: Insights From CoinFund’s Liquid Team https://youtu.be/9si3YUe9ziI?si=0aPRK9cFmapAQXYk
SPACs, ETH/BTC, and Tariffs: Insights From CoinFund’s Liquid Team
https://youtu.be/9si3YUe9ziI?si=0aPRK9cFmapAQXYk
BTC
+5.13%
ETH
+4.67%
sethginns
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Talking markets with @matttpotts https://youtu.be/9si3YUe9ziI @coinfund_io
Talking markets with @matttpotts
https://youtu.be/9si3YUe9ziI
@coinfund_io
sethginns
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Hindsight Narrative: Massive ETH move was inevitable because it has top stables share, enterprises are building there, largest TVL by far
Hindsight Narrative:
Massive ETH move was inevitable because it has top stables share, enterprises are building there, largest TVL by far
ETH
+4.67%
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比特币突破8万美元
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$BTC moved exactly where the heatmap pointed. Now, the leverage map is showing an even more interesting setup. Last week: $BTC was around $79,200, with the main liquidity magnet at $81,500–$82,000. Today, price is sitting at $80,933. Everyone is asking whether $82K will break. I think the better question is: where did the leverage move? → Above: $81,500–$82,000 remains heavily stacked, while a new cluster has formed around $82,500–$83,000. Shorts are defending this area aggressively. → Below: The strongest liquidity cluster is now around $79,200–$79,400. That’s where many of this week’s late longs are positioned. Longs chased the move. Shorts doubled down. Price is trapped right in between. Open interest is now at $142.9B, up 5% today. Liquidations have reached $511M, up 52% over the past 24 hours, with the long/short split sitting at 51/49. Same setup as last week, just with more leverage and still very little conviction. Clear $82K and the shorts above could fuel a sharp squeeze. Lose $79.2K and the longs underneath could get wiped out in one move. I’m not chasing either side. The risk/reward comes to me, or I stay out. #比特币突破8万美元 #USWeeklyInitialJoblessClaimsRiseTo206000
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